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20121027
20121104
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Search Results 0 to 22 of about 23 (some duplicates have been removed)
CNBC
Nov 3, 2012 6:00am EDT
defensive products i believe the company has introduced in the last ten years. when you think about it, the iphone 5 went bigger, a 4-inch screen, where some competitors were already doing that. they shrunk the ipad from ten inches for the mini to about eight so here you have very evolutionary products. i think they're both very good products but i'm not certain that they're line worthy products, meaning lines around the block to get them so here all of a sudden you have a company that's not doing category leading products. they're just keeping up with some of the competition. >> doesn't always have to be category leading. i mean take a look at what they did with the music player. came out second or third with the ipad and dominated that later. mike khouw, i'm somebody at home. missed apple all the way up to 700 and looking at it now thinking we're entering a seasonally strong period for apple. as soon as they post numbers in terms of how many ipods, ipad mini, iphones they sold during the holiday season, that will be it. >> there can be a great deal of demand but not necessarily for t
CNBC
Oct 29, 2012 6:00pm EDT
defense in the event that we once again go through a disrupted market. >> all right, now, you bought, i believe 36 medical office buildings in this quarter alone. is that because some people want to take advantage of raising capital gains rates next year? or people who want to get ahead of a potential romney presidency? why are people willing to sell so aggressively? >> well, first of all, i would tell you, we are in a very good place in the market. the health care real estate market is a trillion dollar highly fragmented market. and so we see continued opportunities because of our low cost to capital. to do attractive deals that work for sellers and work for ventas shareholders. and those trends will continue. >> last question, where they talk about the fiscal cliff, this is october 23, downgrade ventas to hold on care concerns. there's worried about long term acute care and your company. i don't get it. >> well, i think that really overlooks the private pay component that we've been talking about here and how much of ventas' business is really being driven by private pay assets. i wil
CNBC
Nov 1, 2012 6:00pm EDT
credit card play. utility and defense company. some might think that aig is too much like visa, that someone would be wrong. go b.t. in colorado. >> caller: a great national art boo-yah toya. >> i'll give you a nuggets lost to sixers boo-yah. >> caller: my portfolio is diversify. gld, ba, ebay, dbn, and abt. >> oooh. action alert names there. before i get to the gld, may i tell you why i like it so much. many people think it's the best gold company. that stock is down 10% because they didn't do a good job digging up gold. you own gold and then you're a loser. that's not what i want. let's go work. abbott is a great pharmaceutical. ebay, that's papal. we like that. boeing, aerospace, i'm shocked that stock is there. i'm not crazy about devon. they better not disappoint. we have gold, nat gas, aerospace. let's call it finance and drug. that, again, is perfection. how about our contestants today. they'll all winners. stay with cramer. >> i want to give you a black knight boo-yah to ya. >> big navy boo-yah. high flighting united states air force blue-ya. >> i'm sending you back a thank y
CNBC
Oct 31, 2012 4:00am EDT
defensive slant. walmart stores, shares just a little bit negative. analysts have been trying to work out whether retail will be dented by events that have happened with sandy. alcoa stock the only one up in positive territory. jeff, let me toss it back to you. >> thank you very much indeed for that. pick out some more companies for us that you like that might do okay in this environment. >> i think as we move into autumn, people think about spending more time inside. i think this is a company which -- with the recent sky fall doing really well and there's a lot more behind it. we've got "breaking dawn ii" and other films. "life of pi" coming through as well. i think there's more opportunity in some of these companies. we're seeing that their sales are coming through quite strongly. we see good yields, often over 4%, which is an attractive investment, and good sales coming through. >> thanks very much. thanks for coming in and seeing us. jermaine is joining us. >> it's like clock work out here this morning. we do have a very earnings driven reaction. the swift market is one of the und
CNBC
Nov 2, 2012 4:00am EDT
recognize it is. ultimately it won't be the deni defensively it won't be the utility stocks. rbs falls in to the category. it's doing a lot on get back on the path of growth. welling less on the wholesale banking market. did manage on ipo successfully, as well. so it is getting back on the road. when it starts paying dividends, it will attract a whole different investor. and rbi could be trading a lot higher than it is at the moment. >> we noticed impairment charges were a little higher than the market had expected. do you think that's a little concern for investors? >> i think it is a concern for investors. we could find that those type of impairments with sandy with regard to the scandal, those do creep to the up side, as well. but ultimately i think rbs is on the right path and drawing the line on these issues. and as we've seen with the market reaction to lloyds yesterday and rbs this morning, investors are fairly encouraged. >> we also waited to see who is going to buy those 15 branches of santander, unexpectedly pulled out of the deal. sort of an overhang of the stock, it wonders wh
CNBC
Nov 2, 2012 7:00pm EDT
election. they have just authorized the defense logistics agency. that intended to buy up to 12 million gallons of gas. and 10 million gallons of diesel fuel to distribute in new york, new jersey, other communities. they're going to coordinate it with fema. i said earlier in the show it may not be president obama's fault, but the aftermath of this hurricane story may be blamed on him. obviously he's taking action to try to get out from under that blame. so tonight after the break, we're going to continue on this very story. who should pay for superstorm sandy's mass destruction? states or the federal government? president obama's encouraging fema to pick up the entire tab. what about local officials who really know their areas best? the full story coming up next. president obama: there's just no quit in america... and you're seeing that right now. over five million new jobs. exports up forty one percent. home values... rising. our auto industry... back. and our heroes are coming home. we're not there yet, but we've made real progress and the... last thing we should do is turn ba
CNBC
Nov 1, 2012 6:00am EDT
entitlements, 20% to defense, 18% to other things like infrastructure and education and the question i would have is, when you pay your taxes at the end of the year wouldn't it be interesting if you could allocate where your tax dollars went. many of us would not allocate them the way they are. assume we have to pay them in the first place which we certainly do. i think mitt romney has a great plan. i know him. i like him. i think he could be a great leader for this country. i like the way he is thinking about the deficit, reducing the deficit as one of his top priorities and encouraging growth in small businesses and i think he'll lay out if elected he'll lay out a framework, have transparency on the pros, cons and gives people an opportunity to help make the right choices to move forward. >> joe is giving me a hard time as you're talking. >> no, i was kidding andrew, i was going -- >> how can anybody give you a hard time. >> i'm like, cut her off, wrong answer. why did you go there? >> no, i didn't, i wanted to know -- the sentiment in the valley could be changing. am i wrong on that
CNBC
Nov 1, 2012 4:00pm EDT
it really makes sense to play it a little more defensively, like jeff said. also, something that's reminding me of 2007, the third and fourth quarter of 2007, we're starting to see weakness in consumer discretionary, small cap, and mid-cap. when you start to see those bull market sectors, not to mention technology sell off, i think you just want to become a little bit more cautious. not bearish. defensive, cautious. >> yeah, you say portfolio managers are doing window dressing right now, jeff. >> they are. you can see some of it. i think it's absolutely refle reflective of what abigail just said. there's a tendency to get away from the cyclical stuff, to go towards the defensive stocks. i'm watching the vix levels here. i think there's a lot of complacency in the market, which is very dangerous. we've seen the market get to this low end. it's almost always been resulted in bad things, sell off time. again, we have all these risks coming up that i think are going to make investing a very difficult road. i would watch the volume levels. i think you're going to see people heading for
CNBC
Nov 3, 2012 4:00am EDT
of defense is planning to downsize the military over the next few years as we also conclude our business in afghanistan. do you believe the large amount of military personnel and contracts and personnel will flood the market and increase the demand for goods? no, trace, i don't think it will move the needle. the army and navy, they don't move that fast. in anyway there could be a peace dividend where we got to cut the deficit. i don't think you should look at this issue in a way to make money off it. it's really not a needle mover. it can be negative for a lot of the defense companies as we know. they've been under a cloud because of these cuts. here's one from danny in new york. hi, jim. i have heard you say when considering the playing the down side of an equity you would short the stock rather than allow a put. please elaborate on your reasoning for this. >> if i have created any misperceptions that i favor shorting stocks it is completely out of character with all my books and what i used to do with my hedge fund, when i was working for people at goldman sacks or trading for
CNBC
Oct 31, 2012 12:00pm EDT
of long. they'll defense the 360 ear, but right now we're in a race, taking a word from some of our traders, you have ton an opportunistic trader. >> fair enough. that's how our guysq the money in the commodity pits. the question, where do you think nat gas is headed? log-on and vote in our poll. we'll give you the results on the live streaming show. do be sure to tune in today. we have a special interview with robert shiller, the cofounder of the kate shiller index. yesterday's positive numbers getting lost in the storm. >>> a long-term investment opportunity going under the radar. >>> the storm may be over, but the cleanup has begun. less than an hour before president obama and new jersey governor chris christie tour the damage in southern new jersey around atlantic city. if we look at a shot of seaside heights in new jersey. we're back after this. >>> next we cover the bounces, the island reversal, the breakout and breakdowns in requests pops & drops." >>> plus they say the dumb money trades in the morning and the smart money trades into the close. we reveal what that smart money
CNBC
Nov 2, 2012 6:00pm EDT
, as we all know the department of defense is planning to downsize the military over the next few years as we also conclude our business in afghanistan. do you believe the large amount of military personnel and contracts and personnel will flood the market and increase the demand for goods? no, trace, i don't think it will move the needle. the army and navy, they don't move that fast. in anyway there could be a peace dividend where we got to cut the deficit. i don't think you should look at this issue in a way to make money off it. it's really not a needle mover. it can be negative for a lot of the defense companies as we know. they've been under a cloud because of these cuts. here's one from danny in new york. hi, jim. i have heard you say when considering the playing the down side of an equity you would short the stock rather than allow a put. please elaborate on your reasoning for this. >> if i have created any misperceptions that i favor shorting stocks it is completely out of character with all my books and what i used to do with my hedge fund, when i was working for people a
CNBC
Oct 26, 2012 11:00pm EDT
, they shifted from reactive and defensive to a positive stance, not unlike the u.s. ranger that macdonald was. proctor jumped two points yesterday, i still think it's worth buying. the company has a 56-year long track record of raising the dividend. a nice catalyst on november 15th. i bet macdonald tells a fantastic story and you want to be in the stock before the meeting happens. bottomline? take the story of bob macdonald, and we all make mistakes. you have to be willing to admit when you were wrong, and i was wrong on macdonald. he has been screwing up by his own admission. i was right to take him down. and now the company just reported a great quarter, i look like a smarty pants than a dope. >>> jim, richard. >> caller: is there a good time for the stock? kimberly clark? >> they have passed the torch to proctor. i do like kimberly's dividend. like proctor's growth profile. >>> i need to go to kyle in maryland. >> caller: booyah, jim. this is kyle, giving a shoutout to my exxon professor, carl mar x. good product innovation, good paying dividend, is this a buy? >> carl mar x
CNBC
Oct 30, 2012 5:00am EDT
hit to gdp last month from government defense spending. the issue is a deficit which is a huge drag long term and the spending of government and a lot of this will depend honestly on who is elected. >> stay with us. first we'll check on the markets to the degree that we can. u.s. futures have been trading in the overnight and morning session. >> currently trading a little bit more than 40 points below fair value. let's show you european markets. a bit higher this morning by good numbers out of ubs and bp. ftse 100 up 35 points. xetra dax up 0.8%. ibex up 0.6%. let's remind you what's going on as far as reinsurers are concerned. impact on hurricane sandy as well. all the big reinsurers are up. this is an expectation maybes wills aren't quite as heavy, but of course if you to get losses, also hardening rates in the long term anyway. an auction coming out of italy today. that's in about an hour or so time. we have three to four billion. might raise more than that. yields just a little lower today, just below 5% for italian. ten year spanish yields, 5.64%. still okay for now for the spa
CNBC
Oct 27, 2012 4:00am EDT
products. last but not least, the tone, they shifted from reactive and defensive to a positive stance, not unlike the u.s. ranger that macdonald was. proctor jumped two points yesterday, i still think it's worth buying. the company has a 56-year long track record of raising the dividend. a nice catalyst on november 15th. i bet macdonald tells a fantastic story and you want to be in the stock before the meeting happens. bottom line? take the story of bob macdonald, and we all make mistakes. you have to be willing to admit when you were wrong, and i was wrong on macdonald. he has been screwing up by his own admission. i was right to take him down. and now the company just reported a great quarter, i look like a smarty pants rather than a dope. >>> let's go to richard. >> caller: is this a good time for the stock? kimberly clark? >> they have passed the torch to proctor. i do like kimberly's dividend. like proctor's growth profile. >>> i need to go to kyle in maryland. >> caller: booyah, jim. this is kyle, giving a shoutout to my econ professor, carl marx. good product innovation, good paying
CNBC
Oct 31, 2012 7:00pm EDT
romney here. that's why the money is coming in. that's why obama is really playing hard defense right now. >> larry, two things to watch in pennsylvania. in the west, you have the coal country. they're very irritated about the obama administration's regulations. and in the east, you have the philadelphia suburb philadelphia suburbs. romney is strong with republican voters. if suburban voters flip, romney has a real shot in the keystone state. >> if republicans are always worried about wasteful spending, this is a perfect example of wasteful spending. they don't spend any money in minnesota at all. >> one at a time. >> it's not that long ago. >> 1972 is the last time minnesota voted for a republican. >> i hate to say it, but it was richard nixon. now i've said it. robert costa, i want you to challenge my friend keith boykins. you're saying there's a horse race in michigan, and wisconsin. the numbers in wisconsin look even up. and in iowa, where the liberal des moines register just endorsed romney. so there could be some real midwestern upsets, huh? >> the point in wisconsin is tr
CNBC
Nov 1, 2012 9:00am EDT
to find cheap gold. really, really hard. >> bullets, this is an amazing story, this is a defense contractor who's actually doing better. thigh blew away the numbers, carl, blue them away. >> pimco, this is september that is not empties amazon and then chart, this is a company that's doing more for natural gas and stocks. >> given the fact that we have been so rudders over the past few days. >> coming up, we got a hat trick, ism manufacturing, construction spending, three big pieces of economic news coming up at the top of the hour, don't go away. nobody said an all-in-one had to be bulky. or that you had to print from your desk. at least, nobody said it to us. introducing the business smart inkjet all-in-one series from brother. easy to use, it's the ultimate combination of speed, small size, and low-cost printing. i gave birth to my daughter on may 18th, five days later, i had a massive heart attack. bayer aspirin was the first thing the emts gave me. now, i'm on a bayer aspirin regimen. [ male announcer ] be sure to talk to your doctor before you begin an aspirin regimen. [ wom
CNBC
Nov 1, 2012 4:00am EDT
spend money on, defense and other areas, and really set out a vision. which is where i think romney probably has an advantage over the president. >> already there is talk about a mini deal. when you hear that, is there a smoke without fire? >> possibly. and at the end of the day, you don't want -- >> you didn't want to go back to what happened in clinton and new gingrich where everything came to a point. but it has to be dealt with long term. >> do you think the politicians are aware of the ramifications? last they talked about the aaa credit rating. this time around politicians seem to have been taught a lesson. >> you have to have a president who can cut deals and president obama has been poor at doing that and thing people when they vote need to to think about what sort of president l. will he be deal make. clinton was great at that. it can be done. >> let's assume the fiscal qulif is fixed. does that mean we see a major step up in the recovery for the u.s. economy because companies don't feel they have to hang on to that cash and be super cause issue? >> it's a contradiction in
CNBC
Nov 1, 2012 3:00pm EDT
defensive. i don't see anybody taking a highly leveraged position in stocks quite yet. >> and in terms of your base at wealth management at mohr dan stanley, are you seeing risk adversity or wanting them to get risk on trading? >> much more of the former. risk adversity. people wanting to stay defensive. they don't feel we have come out of the woods yet. the corporate confidence is low. consumer confidence has been building. auto sales -- our next number expecting 15 million annualized. people are buying things, but it's expected to be a much lighter retail sales number for the end of the year through the holidays. so you want to stay -- i agree with art. you want to stay with your dividend payers, your drug stocks. you want your johnson & johnson. you want your pfizer. you want your cokes, pepsis, colgates and these great technology companies. >> steve, do you think there's a sandy play to be had here at all in stocks whether it's energy, materials, retailers? i mean, pick your sector, if you think it's going to be affected. >> well, i think there probably is from a sector perspective
CNBC
Oct 29, 2012 12:00pm EDT
defense all positioned, if the public's not following instructions, that makes it more dangerous for people and it means that we could have fatalities that could have been avoided. transportation is going to be tied up for a long time. and probably the most significant impact for a lot of people in addition to flooding is going to be getting power back on. we anticipate that there are going to be a lot of trees down. a lot of water. and despite the fact that the power companies are working very closely with their various state officials and local officials to make sure that they are bringing in as many assets as possible and getting those ready in preparation for the storm, the fact is that a lot of these emergency crews are not going to be able to get into position to start restoring power until some of these winds have died becaus this storm, that may take several days. so the public should anticipate that there's going to be a lot of power outages, and it may take time for that power to get back on. the same is true with transportation. there are going to be a lot of backlogs, and
Search Results 0 to 22 of about 23 (some duplicates have been removed)